Seattle Wealth Management

Seattle, Washington

2030 1st Avenue, 3rd Floor
Seattle, WA 98121
Phone: 206.258.5000
Fax: 206.258.5005

Get in touch

We’ve been a proud member of the Seattle community since our founding in 2000. In fact, our team has grown alongside the city, moving from a small shop in Capitol Hill to the Smith Tower in Pioneer Square before settling into our home in historic Belltown.

Our wealth management teams are committed to providing personalized service to individuals and families. We have deep experience advising on major liquidity events, tax planning, and executive compensation packages found at companies such as Amazon, Boeing, Microsoft, and Starbucks. We also assist family offices with significant estate and legacy planning needs. 

We’re recognized among the state’s largest corporate philanthropists by Puget Sound Business Journal.

As a community-minded firm, we spend time in our own altruistic ventures—donating time, money, and support to organizations including Pike Place Market Foundation, NatureBridge, United Way of King County, Outdoors for All, Invest in Youth, Fred Hutchinson Cancer Research Center, and Childhaven.

Driving directions

Parking is available at the Market Place Tower parking lot (89 Lenora St.)

Seattle map

Meet your Seattle wealth management team

I’m proud to be part of a team that focuses on all aspects of living a richer life.

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Aaron Pearson, CFP®

Advisor

I help clients live a richer life beyond their balance sheet by incorporating their hobbie...

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Alannah Clark

Advisor

As a member of the Personal CFO team, I feel honored to be invited into the financial narr...

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Annika Williams, CFA

Advisor

I believe that finances are a lot more than just numbers, and I try to go beyond the sprea...

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Ben Andrew

Advisor

I work with a team of Brighton Jones professionals who help clients make informed decision...

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Biss McCarthy, CFP®

Senior Lead Advisor

I chose this profession because it is rewarding to help people achieve their goals both pe...

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Brett Carolan, CFP®

Senior Lead Advisor

I empower others to live richer lives by equipping them with the tools and confidence need...

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Brian Burgess, CFP®

Lead Advisor

Chandler Williams serves as an advisor in Brighton Jones' Seattle office.

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Chandler Williams

Advisor

Financial literacy is a true passion of mine, and I aim to bring that enthusiasm to Bright...

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Charné Bigler

Advisor

As part of the Personal CFO team, I work closely with our advisors and client service asso...

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Christian Linares, CFP®

Advisor

I always look forward to the professional fulfillment that comes when we help people achie...

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Clayton Haak

Advisor

As an advisor for Brighton Jones, my primary responsibility is to make sure that all the a...

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David Lamp, CFP®

Lead Advisor

I advise and educate Brighton Jones clients on how to align their passions with strategic,...

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Debra Shapira

Philanthropy Lead Advisor

When we navigate life with a people-first mindset, we make values-aligned decisions that d...

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Dennis Chiu

Advisor

Devyn DeLeon

Advisor

I love building trusting relationships with clients and seeing them live out their unique ...

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Elizabeth Norris

Advisor

I understand that each client’s financial plan is different, and I work to ensure that the...

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Emily Wood, CFP®

Advisor

Coming from a developing country taught me the importance of securing one’s assets and bui...

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Estefani Morris

Advisor

I provide oversight and direction to our clients by formulating strategy and helping team ...

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Greer Smith, CFP®

Senior Lead Advisor

I help drive the execution of our clients’ financial plans. My goal is to make what are or...

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Hunter Goldstein

Advisor

Talk to a Seattle financial advisor

Whether you have a specific question, or you’re interested in learning more about how our approach can be tailored to your situation, we’d love to hear from you.

    "Brighton Jones has a family feel to how they approach client relationships. It’s not just a transaction for them but that they truly have our best interests in mind."

    – Dan S., Brighton Jones client